JVARX Mutual Fund

JVARX Mutual Fund

NAV$42.83
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Returns Overview

1 Month
+4.15%
3 Months
+8.69%
6 Months
+11.79%
YTD
+14.04%
1 Year
+22.71%
3 Years (annualized)
+15.18%
5 Years (annualized)
+10.53%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVARX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+11.41%
vs Peers
+2.63%

JVARX Mutual Fund Performance

JVARX performance across multiple time periods: 1-month 4.15%, YTD 14.04%, 1-year 22.71%, 3-year 15.18%, 5-year 10.53%, 10-year 11.11%.

JVARX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JVARX vs another fund shows side-by-side returns. JVARX alternatives are available in the Mutual Fund Screener.